Some handy resources to help you on your way

We've pulled together a growing list of handy tools, calculators, publications, links and other information to assist you in your personal financial planning journey.

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Money Health Check
 

​It asks you some easy questions about your personal finances


It gives you simple steps and tips to improve your situation





Budget Planner

Work out where your money is going


Check if you are spending more than you can afford

Super Calculator
​

How much superannuation you'll have when you retire


How fees affect your final payout

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Retirement Planner

​What income you are likely to have from super and the Age pension after you retire


How contributions, investment options, fees and retirement age affect your retirement income from super


What actions you can take to boost your super and retirement income

 

 

Merit Planning (North Brisbane) Pty Ltd ABN: 27 095 885 842 Asic No. 316833 is an authorised representative of Merit Wealth Pty Ltd ABN: 89 125 557 002 (AFSL 409361)

2015 Merit Planning (North Brisbane) Pty Ltd 

T: 0411 618 899

 

GPO Box 2382
Brisbane QLD 4001

 

 

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This website is intended to provide general information only and has been prepared by Merit Planning (North Brisbane) Pty Ltd ABN 27 095 885 842  (AFSL 409361) without taking into account any particular person's objectives, financial situation or needs. You should, before acting on this information, consider the appropriateness of this information having regard to your personal objectives, financial situation or needs. We recommend you obtain financial advice specific to their situation before making any financial investment or insurance decision.